High-value elasticity under "big white horse, small market value"

Policy support institutions for the frequent acquisition of smart mines: the industry as a whole has high-value elasticity under the condition of "big white horse and small market value"

Zhitong Finance has learned that recently, the Emergency Management Department and the State Administration of Mine Safety recently issued the "Tenth Five-Year Plan for Mine Safety Production" and implemented the action plan for mine intelligent development, which will promote the intelligent mining of newly built, rebuilt and expanded mines, large-scale coal mines and severely damaged coal mines. In order to protect the life safety of mining workers and optimize the working environment, the transformation of mining industry to digitalization and intelligence has become an inevitable requirement for the high-quality development of the industry. Ping An Securities previously predicted that all kinds of coal mines will be basically intelligent in 235, and the market scale of stock coal mine transformation will reach trillions. Related targets: Mei Ansen (3275.SZ), Longruan Technology (68878.SH), University of Technology Hi-Tech (688367.SH), Accurate Information (399.SZ), etc.

It is reported that the smart mine is a complete intelligent system that deeply integrates the industrial Internet, cloud computing, big data and modern mine development technology to form a comprehensive mine perception, real-time interconnection, analysis and decision-making, autonomous learning, dynamic prediction and collaborative control, and realizes the intelligent operation of the whole process of mine development, mining, express transportation, sorting, safety guarantee, ecological protection and production management.

The upstream of Smart Mine is mainly the supplier of camera, explosion-proof computer, explosion-proof frequency converter and other parts used in system integration, as well as processing consumables such as bearings, rubber tires and shells; The downstream is mainly mining companies of coal, nonferrous metals and other mineral resources.

China's resource endowment has the characteristics of "rich in coal, poor in oil and gas", which determines that coal is still the pillar of China's energy system. According to the National Bureau of Statistics, coal accounts for 56.% of China's total energy consumption. Although new energy industries such as nuclear energy, wind energy and solar energy have developed rapidly in recent years, coal resources with the advantages of maturity, reliability and low price will still be the basic energy in China's energy structure for a long time.

in addition, China's coal resources have complex storage conditions, frequent geological disasters in coal mines, and high accident rate and mortality rate in coal mines. In order to solve the huge security risks brought by high-risk production environment, the state has paid more attention to mine production safety and has successively issued a number of policies.

The 14th Five-Year National Work Safety Plan issued by the State Council Work Safety Committee puts forward the goal of reducing the death rate of production safety accidents by 2% for 1, industrial, mining and commercial employees and by 1% for one million tons of coal mines. The People's Bank of China increased the amount of special re-loans to support clean and efficient use of coal, increased the amount of special re-loans to support clean and efficient use of coal by 1 billion yuan, and the total amount of special re-loans to support clean and efficient use of coal reached 3 billion yuan, which was used in areas related to coal development and use and enhancing coal reserve capacity, including modern coal mine construction, green and efficient technology application, intelligent mine construction, coal mine safety transformation and other projects.

On the other hand, the rising labor cost drives coal enterprises to fully implement intelligent staff reduction.

The underground working environment of coal mine is harsh, and the difficulty of recruiting workers is rising continuously. From the number of coal mining residual washing industry in China, the number of people decreased from 5,271,9 in 21 to 2,846,8 in 219, with a decrease rate of about 46%, and the labor cost of enterprises showed an upward trend. However, in the environment of high demand, coal enterprises can reduce the number of people and improve the efficiency through the transformation of coal mine intelligence, reduce the number of people in the fully mechanized mining face or no one to operate, and unattended and remote monitoring the fixed posts in underground and open-pit coal mines, effectively reducing the personnel demand of coal enterprises and reducing labor costs.

thanks to the double guarantee of policy foundation and technological innovation, the intelligent construction of coal mines in China is accelerating at present and has achieved initial results. According to statistics, by the end of 221, 813 coal mining faces with different degrees of intelligence have been built in coal mines across the country, which can realize less humanized mining. Although it is still in its infancy for the stock of about 4,7 coal mines in China and the requirements of intelligent mining and unmanned mining of smart coal mines, it has achieved certain results and showed a trend of accelerated development.

at the same time, the smart mine market is huge. The state has selected 71 demonstration coal mines, with a total production capacity of nearly 6 million tons/year and a planned investment of about 15.7 billion yuan. It is estimated that the construction can be completed before the end of 223. According to the preliminary statistics of the State Construction Energy Bureau, nearly 4 coal mines in China are carrying out intelligent construction, with a total investment of over 1 billion yuan, and about 47 billion yuan has been completed.

It is worth noting that Huawei set up an intelligent mine laboratory in Shanxi in 221. On September 14th of the same year, Huawei and the National Energy Group launched the Mine Hong operating system, which enabled the unified equipment layer operation in the coal mine field for the first time through the unique "soft bus" technology, and solved the problem of cooperation and interoperability of equipment from different manufacturers with unified interface and protocol standards, thus helping the standardization development of the intelligent mine industry.

Ge Shirong, academician of China Academy of Engineering and president of China University of Mining and Technology (Beijing), said that in 235, China's coal mines or mining will enter the intelligent stage. Today, China has built the world's largest 5G mine group. In addition, he also pointed out that after two years of construction, the national coal mine safety intelligent detection network has been formed, which can implement perception, dynamic detection and rapid early warning, and has played a huge role in China's coal safety supply and safety production.

Lu Wei, Minsheng Securities, said that due to technical and other constraints, the effect of intelligent mine construction was less than expected. With the policy guidelines, the acceptance of 71 pilot intelligent mines will be extended to 223, emphasizing the improvement of coal mine production efficiency and safety level, and objectively evaluating the current stage of intelligent coal mine industry. The policy of taking safety as the core of smart mines continues to land, and the continuous high returns of the coal industry are superimposed to build a strong logic of the industry. The industry as a whole has high value elasticity under the "big white horse and small market value".

Related concept stocks:

Longsoft Technology (68878.SH): The company's customers cover 44 of the top 5 coal enterprises in China in 221. Among the first batch of 7 national key demonstration mines, the company's intelligent management and control platform has won the bid for 36, with a coverage rate as high as 51%.

dongfang Guoxin (3166.SZ) announced that it plans to establish Ordos kangcheng Guoxin technology co., ltd. together with Ordos high-quality development investment co., ltd. Relying on the advantages of the local state-owned enterprise platform of Ordos High-quality Development Company, we introduced the company's operational and technical advantages in the fields of smart mines, industrial internet and smart parks, and the two sides cooperated to carry out business activities in smart mines, industrial internet and smart parks.

baotong technology (331.SZ): based on digital products such as baotong digital conveyor belt, intelligent conveying 8 categories of core hardware and sensors, 8 categories of software monitoring systems, AR/VR/MR intelligent equipment, naked-eye 3D mixed reality space and so on, the company's twin smart mine system builds a digital portrait of mine application scene, creates a digital twin mine, realizes the immersive experience of conveying digital twins in the mining industry, and drives virtual scenes with real data.

north road intelligent control (31195.SZ): focusing on the field of coal mine informatization and intelligent construction, specializing in the development and production of information systems related to intelligent mines;

Mei Ansen (3275.SZ): The company and Alibaba Cloud jointly launched the solution of Smart Coal Mine Data Intelligent System to enhance the company's market share in the mining business.